Welcome to the Request a Quote app by Samita! This powerful tool helps Shopify store owners like you streamline custom pricing and quote requests, making it easy to negotiate prices, hide product prices, and convert quotes into orders.
Whether you're running a B2B store, offering custom services, or simply want to provide a personalized pricing experience, this app is designed to boost conversions and enhance customer interactions.
This guide will walk you through the initial steps to install and set up the app, so you can start receiving quote requests in minutes.
The Request a Quote app allows customers to submit quote requests for one or multiple products directly from your Shopify store.
🛎️ Add a customizable "Request a Quote" button to product or collection pages
🕵️♂️ Hide product prices and “Add to Cart” buttons for selected products
🤝 Let customers bargain for the best price through a quote form
🧾 Convert quotes to draft orders and send invoices for seamless checkout
This app is ideal for businesses offering custom products, wholesale pricing, or services that require personalized quotes — such as apparel, jewelry, or home goods.
Before you begin, make sure you have:
🛍️ An active Shopify store
🔐 Admin access to your Shopify store
📦 A basic understanding of your product catalog and pricing strategy
🧠 No coding required! The app comes with a user-friendly, no-code interface and drag-and-drop form builder.
🌐 Visit the Shopify App Store 👉 🟢 Click Add app
🔑 Log in to Shopify 🔐 Enter your Shopify admin credentials if prompted
📥 Install the App
Review the required permissions
Go to Settings > General Settings
Toggle Enable Request a Quote
Go to Button Settings
Choose display location: All products, specific collections, or individual products
Customize button text (e.g., "Get a Quote") and style (color, size)
Navigate to Price Display Settings
Enable Hide Price and Hide Add to Cart Button for selected products
Open the Form Builder
Use drag-and-drop tools to add fields:
📱 Phone
Go to Email Settings
Customize templates for both you and the customer
Add your store’s logo and branding
Visit your store as a customer
Navigate to a product with the "Request a Quote" button
Submit a test quote request
Open the app dashboard
Go to Quote Requests
Confirm that your request appears with customer details
Review the quote
Set a custom price or discount
Convert to a draft order and send an invoice to the customer
Once you're comfortable with the basics, unlock more value with these:
📋 Quote Management: Track requests, update statuses, and leave notes
📎 File Uploads: Let customers send designs or specs
🔄 Integrations: Connect to Mailchimp, Klaviyo, etc.
📄 PDF Export
Dive deeper with these docs:
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✍️
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Use tags like sale, seasonal, or wholesale to group and manage pricing campaigns
Always preview before applying
Schedule start and end times for flash sales or temporary promotions
If you run into any issues or have questions, reach out to our support team via the in-app Help button or contact us at [email protected].
📎 Support file uploads (e.g., JPG, PNG, PDF) for custom quote requests
📧 Automated email notifications for both store owners and customers
🔗 Integrate with marketing tools like Mailchimp and Klaviyo
Click Install app
📂 Access the App
Go to Apps in your Shopify admin
Click on Request a Quote by Samita to open the dashboard
🖊️ Text
📎 File Upload (JPG, PNG, PDF)
Name your form (e.g., “Request Your Custom Quote”) and Save
🌍 Multi-Language Support: Translate the quote form into multiple languages